Assign Rental Add-Ons for Units
Rental Add-ons are paid additions to Units that Residents must pay on a monthly basis. After they are added to the system you can assign them to Units for processing.
For more information on creating Rental Add-Ons, please see our Create Rental Add-On section.
First go to System Setup
Click the "Rental Add-Ons" link from the card on the page to navigate to the correct page.
Once on the Rental Add-On page, click the Options Cog to open the Options Panel for the add-on and then click the link to "Assign to Units".
Manual Assignment
On the next page you are able to change the Add-On you are assigning to Units by selecting a different option in the drop-down selections.
To assign the add-on to the appropriate Units, simply click the boxes/links shown below.
CSV Assignment
To assign the Rental Add-ons with CSV, click the link in the header of the page that says "CSV Assignment".
A pop-up modal appears where you can view validation rules, generate a csv template, or upload your csv.
Please read the validation rules and upload the file with the correct assignments as shown in the modal form below. Once you submit the form, provided there are no errors, you will have the correct Rental Add-Ons assigned to the associated Units.
CSV Export
You also have the ability to export the assigned add-ons in a CSV for easier viewing and mass assignment. To export the assigned rental add-ons click the "export" button as shown here.
